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17:56ENHow Bridgewater Keeps Its AI Analyst Inside Permission BoundariesNikhil Benesch, Aaron Linsky · turbopufferAaron Linsky and Nikhil Benesch explain why search over an enterprise vault must honor document permissions without sacrificing recall or speed. Their solution combines vector indexing with native filtering to search hundreds of millions of vectors in roughly 120 milliseconds.
35:19ENSallyAnn DeLucia: How to Write Your First AI EvalSallyAnn DeLucia · Arize AITurn an agent’s real traces into concrete pass/fail criteria, then build an LLM judge you can test, align with people, and run in production.
20:58ENVinoo Ganesh on Making Financial AI Cite Every NumberVinoo Ganesh · KeplerKepler CEO Vinoo Ganesh explains why financial AI should retrieve and cite figures while deterministic software handles the math. His design makes traceability, retrieval quality, and tenant security part of the answer itself.
18:31ENJanie Gu and Suyeol Yun: Why Frontier Models Fail as Buy-Side AnalystsJanie Gu, Suyeol Yun · Google DeepMindJanie Gu explains why benchmark scores can mislead, while Suyeol Yun presents MandateBench, which tests whether a model can turn a fund mandate into a defensible investment memo. The two talks show why real workflows, reproducible grading, and evidence-backed reasoning matter.
15:27ENWhat AI Engineers Do Now: Build the Loop Around AgentsAparna Dhinakaran · Arize AIAparna Dhinakaran argues that AI engineers are moving from shipping individual features to building systems that let agent teams improve them. At Arize, that means tracing agent behavior, evaluating its work against human judgment, and feeding those signals back into an always-on agent.
19:37ENJay Sahnan and Arik Bird on Building Financial Agents for the Whole WebJay Sahnan, Arik Bird · BrowserbaseBrowserbase’s Jay Sahnan and Arik Bird show how browser agents reach financial data hidden behind logins and bot defenses. Their Ramp, Bill, and Stripe examples connect reliable cloud browsers with Stagehand’s more adaptive controls.
1:50:48ENWhy Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
21:52ENJosef Witt-Doerring on Gen Z Mental Health, Isolation, and Psychiatric PrescribingShabbos Kestenbaum, Josef Witt-Doerring, Scott Galloway · PragerUOn The Brief, Shabbos Kestenbaum and psychiatrist Josef Witt-Doerring discuss why young adults are struggling, how prescribing incentives shape care, and the place of relationships and daily habits in treatment.
34:11ENAnatoliy Bilenko and Alberto Carretero: Making Database Protocols Reliable with Formal Methods and AIAnatoliy Bilenko, Alberto Carretero · CanonicalCanonical’s database engineers connect executable specifications, model-based tests, failure exploration, and reconstructed execution histories—and explain why none of these techniques proves a real system correct on its own.
1:25:33ENWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalGuest Erik Bernhardsson · Host Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
26:41ENAnekha Sokhal on Moshi, a Recommendation Engine for Commodity TradersGuest Anekha Sokhal · Host swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.
13:21ENAdrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.
17:42ENIs a Faster Model Actually Faster? Measure the Finished Job, Not the TokensMorgan Suo · MiniMaxMiniMax's Morgan Suo takes the engineering changes inside M3.1 Flash one by one and asks the question that matters to users: does the job an analyst needs actually get done sooner, cheaper and correctly?
16:22ENClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One AgentHost Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.
1:25:56ENClaude Changed the Password. The Steering Wheel Was Already OptionalHost Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
40:44ENGrant Sanderson: There's never been a better time to go into mathGrant Sanderson, Constantin Kogler · 3Blue1BrownStudents fear AI has solved mathematics. Grant Sanderson argues the opposite: even if machines prove theorems better than we do, the institution of math stays valuable—and this is a rare moment when newcomers can reshape it.
39:23ENThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityHost Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.
56:49ENAlfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
2:17:48ENAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainHost Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
1:08:02ENAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.
31:00ENWhy AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
2:00:51ENResample Every Token and You Can Watch the Model DecideHost Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.
1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerHost Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
1:26:46ENThere Likely Is a Level of Intelligence We Shouldn't Go PastHost Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
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